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Shopify's native dashboards and marketing reports are robust. They've gone to extensive lengths to help online store owners understand how marketing performance affects their bottom line. However, because the options within Shopify to export reports are restricted to spreadsheet and PDF files...

For any marketing agency or in-house marketing team that's running more than a handful of campaigns, a marketing campaign dashboard becomes an absolute necessity. Without it, it's tedious for marketers to send separate reports with key metrics for all your marketing channels to stakeholders....

Solutions to a marketing agency's workflowhave traditionally focused on the planning and execution phases of the campaign, the marketingworkflowbetween account managers, creative teamsand ad ops teams. However, this often overlooks that marketing campaignsbegin with sales and order management,...

Many project management software solutions such as Asana and Trello are generic, limited, and not intended for the rigors of marketing campaigns. Our agency customers' common pain points with using Asana to manage their workflow include: Only covering part of the marketing workflow proc...

Advertising and marketing teams use a variety of tools to submit and collect new orders. Some companies (especially larger ones) rely on popular CRM platforms for this. Smaller companies, like boutique marketing agencies, often handle order management through more basic solutions like Google For...

Manually creating PPC reports for clients requires time-consuming and tedious tasks that become roadblocks as you scale your business. When you sit down to create a PPC report, you need to: Gather your PPC marketing data out of each digital marketing platform. This means pulling data ou...

Reporting to clients on paid search performance typically requires a wide set of tools. Digital marketing agencies are often caught pulling data out of Google Analytics and Google Ads (formerly Google AdWords), funneling it into Google Sheets (or Excel) and PowerPoint, and then sending reports o...

Most marketing agencies use several different platforms to plan, launch, measure, and report on their marketing campaigns. But relying on fragmented platforms to manage your marketing operations can lead to bottlenecks, inefficient communication between teams, and crucial delays in client onboa...

Manually creating and managing AdWords reports out of tools like Excel and PowerPoint is a time-consuming process for marketers. Ultimately, manual reporting processes reduce the value you can demonstrate to clients and adversely affect client retention. Plus, these reports take so much effor...

Solutions for optimizing ad operations workflow often focus on the post-sales steps of planning, execution, and reporting. For example: Creating marketing deliverables Analyzing and managing campaign performance Creating reports for internal and external stakeholders But before...